Original title: Analysis of the development of China's high-precision map industry in 2022. With the increase in the production of L2 and above models, the market size has grown rapidly. "Map"
1. High-precision map overview
High-precision map is a map with high accuracy, which generally needs to reach centimeter-level accuracy, including road information, traffic signs, obstacles and other static information, as well as pedestrians, vehicles, traffic conditions, weather and other dynamic information. High-precision maps are mainly used in the fields of autonomous driving and assisted driving to help vehicles accurately identify road information, so as to make correct and appropriate driving behaviors.
1. Compared with ordinary electronic maps, high-precision maps are mainly used to assist vehicles in driving. Vehicles are not "smart" enough to accurately identify all road information. High-precision maps cover a large amount of road dynamic and static information, and pass this information to vehicles to ensure the safe driving of the vehicle. High-precision maps are centimeter-level accuracy, and their update frequency is much higher than that of ordinary electronic maps. They can update real-time information in seconds. In terms of map information collection mode, high-precision maps are more complex, requiring special collection vehicles and requiring surveying and mapping qualifications.
High-precision map and ordinary map
Data source: Public information sorting
2, production process
The production process of high-precision map is mainly data collection, data processing, element identification, and manual verification There are four processes for certification. Data collection requires high requirements for the acquisition vehicle. The main components of the early investment cost are collected through lidar , mmWave radar , vehicle-mounted camera , etc.; the data processing splices the collected point cloud data to obtain complete point cloud information and obtains a high-precision map for the information processing; then the elements are identified and the data after automatic processing is manually confirmed and corrected.
high-precision map production process diagram
Data source: Public information sorting
2. Development background
1. Policy
With the development of China's new energy vehicle and the autonomous driving industry, the demand for high-precision maps has also increased. Government departments in various parts of China attach great importance to the development of intelligent connected vehicles and new energy vehicles, and have intensively issued relevant policies to seize the opportunities of new four modernizations of automobiles, and support the research and development and application of high-precision map technology.
Related policies for China's high-precision map industry.
Data source: Public information sorting
2, demand side
high-precision maps need to be installed at passenger cars above L2 level. Although the development momentum of autonomous vehicles is good, due to the weak technology of China's independent enterprises, my country has bottlenecks in core technologies such as sensor perception, control decision-making, vehicle interaction, and road condition recognition. Especially in terms of road conditions recognition, vehicles need to control and identify surrounding obstacles, traffic signals, pedestrians and other vehicle status, but so far, few autonomous vehicles can achieve this effect. At present, the technology is still immature to reach the L4 level and above autonomous driving, while the ADAS system with the L2 advanced driving assisted driving level is mature, and the automatic driving with the L2 advanced driving assisted driving level is gradually mass-produced, and the demand for high-precision maps has also increased.
2020-2030 China's autonomous driving market penetration rate forecast
Data source: Public information sorting
4. Current development status of China's high-precision map industry
1, market regulations Mo
From 2016 to 2020, high-precision maps have not been widely used in passenger cars, and the market size has slowly increased. With the development of China's autonomous driving system and the increase in the number of L2 passenger cars, high-precision maps have gradually been widely used in passenger cars. The industry ushered in a period of rapid development and the market size has expanded rapidly. In 2021, China's high-precision map market size was 6.31 billion yuan, and rose by 107.57% year-on-year compared with in 2020.In the future, with the development of autonomous driving system , China's high-precision map industry will continue to develop rapidly.
2016-2021 China's high-precision map market size changes
Data source: Public information sorting
2, scale of employment
Since high-precision maps have high requirements for measurement accuracy and accuracy, they have high requirements for surveying and mapping personnel. At present, there are not many people with relevant qualifications in my country, but they are showing a trend of increasing year by year. According to data, there were 3,636 high-precision map practitioners in China in 2021, an increase of 792 compared with 2020. In the future, as the production of automobiles above the L2 level increases, the number of high-precision map practitioners will continue to increase.
2019-2021 Changes in the scale of Chinese high-precision map practitioners
Data source: Public information sorting
4. China's high-precision map market competition pattern
1, competition pattern
According to data, China's high-precision map market is relatively concentrated, with the main enterprises being Baidu , 4D map new , Yitutong, Gaode , Here and other enterprises. Among them, Baidu accounts for the most important proportion, accounting for 28.1% of the market share , and the second proportion is 4D map new, accounting for 21.6% of the market share, Yitutong accounts for 16.2%, Gaode accounts for 13.1%, Here accounts for 7.8%, and other enterprises account for 13.3%. Among them, Siwei Tuxin was established in 2002 and released commercial vehicle navigation electronic maps in the year it was established. It is a pioneer and pioneer in China's navigation map industry.
China's high-precision map market competition pattern Enterprise share
Data source: Public information sorting
2, key enterprise analysis
Four-dimensional new map After 20 years of development, the company has become a leader in the fields of navigation maps, navigation software, dynamic traffic information, location big data, and customized vehicle network solutions for passenger cars and commercial vehicles. According to data, the revenue of Siwei Xintu navigation business decreased in 2020 and quickly recovered in 2021. The revenue of navigation business was 902 million yuan, 40.94% year-on-year in 2020. Currently, the industry threshold is relatively high, with few domestic companies, and the industry revenue flowing to leading companies.
2017-2021 Four-dimensional new map navigation business revenue
Data source: Company annual report, compiled by Huajing Industry Research Institute
5. Future development trend of China's high-precision map
High-precision map As one of the most core technologies of driverless vehicles in addition to complex sensors, it has become an important basic technology of the intelligent connected car technology industry. Especially in the face of autonomous driving systems at L3 or above, high-precision maps have become an indispensable part. Unlike the navigation electronic maps provided for drivers to view, high-precision maps are provided for computers to provide important road information guarantees for assisted driving and autonomous driving. In the future, with the increase in production of unmanned driving and L2-level or above in China's automobile industry, the high-precision map industry has broad development prospects.
Future China's high-precision map industry development trend diagram
Data source: Public information sorting
Original title: Analysis of the development of China's high-precision map industry in 2022, with the increase in production of L2 and above models, the market size has grown rapidly. "Map"
Huajing Industry Research Institute for China's high-precision map industry The development status of the Jingmap industry, the upstream and downstream industrial chain of the Jingmap , the competitive landscape and key enterprises have conducted in-depth analysis to minimize the investment risks and operating costs of enterprises and improve the competitiveness of enterprises; and use a variety of data analysis technologies to predict the development trends of the industry so that enterprises can seize the market opportunities in a timely manner; for more detailed content, please pay attention to the "Research Report on the Market Development Status and Investment Direction of China High-Precision Map Industry from 2023 to 2028" published by Huajing Industry Research Institute.
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